Retirement Guys Formula
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Retirement Guys Formula’s Meta Platforms (Facebook) META Stock Holding History

Retirement Guys Formula’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.08M Buy
4,245
+404
+11% +$252K 1.14% 26
2026
Q2 		$2.16M Buy
3,841
+267
+7% +$163K 0.81% 45
2026
Q1 		$2.04M Buy
3,574
+276
+8% +$177K 0.94% 33
2025
Q4 		$2.18M Buy
3,298
+95
+3% +$63.4K 0.99% 27
2025
Q3 		$2.35M Sell
3,203
-60
-2% -$44.7K 0.83% 35
2025
Q2 		$2.41M Buy
3,263
+173
+6% +$107K 0.91% 30
2025
Q1 		$1.78M Sell
3,090
-90
-3% -$58.1K 0.88% 30
2024
Q4 		$1.86M Buy
3,180
+14
+0.4% +$8.22K 0.94% 28
2024
Q3 		$1.81M Buy
3,166
+133
+4% +$68.4K 0.84% 33
2024
Q2 		$1.53M Sell
3,033
-516
-15% -$251K 0.73% 39
2024
Q1 		$1.72M Sell
3,549
-101
-3% -$45.1K 0.84% 35
2023
Q4 		$1.29M Buy
3,650
+352
+11% +$115K 0.69% 35
2023
Q3 		$990K Buy
3,298
+505
+18% +$152K 0.69% 34
2023
Q2 		$802K Sell
2,793
-1,468
-34% -$362K 0.46% 45
2023
Q1 		$903K Sell
4,261
-1,037
-20% -$177K 0.65% 38
2022
Q4 		$638K Buy
5,298
+1,494
+39% +$175K 0.52% 41
2022
Q3 		$516K Buy
3,804
+463
+14% +$75K 0.54% 33
2022
Q2 		$539K Buy
3,341
+519
+18% +$100K 0.55% 36
2022
Q1 		$628K Buy
2,822
+1,035
+58% +$259K 0.42% 35
2021
Q4 		$601K Buy
+1,787
New +$593K 0.48% 42

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Retirement Guys Formula's META Position: Q3 2026 in Review

Retirement Guys Formula increased its Meta Platforms (Facebook) (META) stake by 11% in Q3 2026, buying an estimated $252K and bringing the position to 4,245 shares worth $3.08M. The position accounts for 1.14% of the portfolio, ranked #26.

Retirement Guys Formula first reported a position in META in Q4 2021 and has held it in 20 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Retirement Guys Formula held 4,245 shares of Meta Platforms (Facebook) worth $3.08M as of Q3 2026.
  • Retirement Guys Formula bought 404 Meta Platforms (Facebook) shares in Q3 2026, an estimated $252K.
  • Meta Platforms (Facebook) made up 1.14% of Retirement Guys Formula's portfolio in Q3 2026, its #26 holding.
  • Retirement Guys Formula first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.